AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.24M
3
+$1.22M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.13M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$927K

Top Sells

1
+$2M
2
+$1.71M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.2M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.18%
3,561
+3,492
77
$267K 0.18%
5,120
78
$265K 0.17%
1,575
+572
79
$261K 0.17%
2,580
-13
80
$254K 0.17%
4,316
-2,240
81
$251K 0.16%
1,033
+138
82
$250K 0.16%
1,349
+6
83
$243K 0.16%
7,563
+36
84
$238K 0.16%
3,602
+1,350
85
$229K 0.15%
8,270
+1,440
86
$228K 0.15%
2,686
+334
87
$224K 0.15%
1,903
+386
88
$223K 0.15%
4,458
-14,720
89
$223K 0.15%
+4,472
90
$222K 0.15%
1,384
+103
91
$221K 0.15%
2,073
+105
92
$220K 0.14%
2,768
93
$219K 0.14%
781
-155
94
$218K 0.14%
3,732
95
$217K 0.14%
16,660
+7,131
96
$216K 0.14%
4,491
97
$215K 0.14%
2,167
+80
98
$215K 0.14%
2,017
+181
99
$212K 0.14%
1,115
+1,100
100
$208K 0.14%
2,145
-77
2 3
4
5 6